The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   578,757 3,833 SH   SOLE   3,833 0 0
VANGUARD WORLD FDS HEALTH CAR ETF 92204A504   268,983 1,128 SH   SOLE   1,128 0 0
ABB LTD SPONSORED ADR 000375204   1,289,834 37,604 SH   SOLE   37,604 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   2,471,537 6,413 SH   SOLE   6,413 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,647,548 16,810 SH   SOLE   16,810 0 0
AIR PRODS & CHEMS INC COM 009158106   1,256,007 4,373 SH   SOLE   4,373 0 0
ALPHABET INC CAP STK CL C 02079K107   2,561,027 24,626 SH   SOLE   24,626 0 0
AMAZON COM INC COM 023135106   3,790,016 36,693 SH   SOLE   36,693 0 0
APPLE INC COM 037833100   9,110,050 55,247 SH   SOLE   55,247 0 0
APPLIED MATLS INC COM 038222105   1,549,087 12,612 SH   SOLE   12,612 0 0
ARISTA NETWORKS INC COM 040413106   2,470,005 14,715 SH   SOLE   14,715 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,661,201 2,440 SH   SOLE   2,440 0 0
BANK AMERICA CORP COM 060505104   1,654,138 57,837 SH   SOLE   57,837 0 0
BARRICK GOLD CORP COM 067901108   1,011,506 54,470 SH   SOLE   54,470 0 0
BHP GROUP LTD SPONSORED ADS 088606108   1,127,360 17,779 SH   SOLE   17,779 0 0
BLACKSTONE INC COM 09260D107   1,782,414 20,292 SH   SOLE   20,292 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,025,719 14,799 SH   SOLE   14,799 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   1,459,868 41,568 SH   SOLE   41,568 0 0
BROADCOM INC COM 11135F101   2,025,175 3,157 SH   SOLE   3,157 0 0
BUNGE LIMITED COM G16962105   836,469 8,757 SH   SOLE   8,757 0 0
CHEVRON CORP NEW COM 166764100   1,945,139 11,922 SH   SOLE   11,922 0 0
CHUBB LIMITED COM H1467J104   1,456,544 7,501 SH   SOLE   7,501 0 0
THE CIGNA GROUP COM 125523100   1,126,121 4,407 SH   SOLE   4,407 0 0
CME GROUP INC COM 12572Q105   1,456,679 7,606 SH   SOLE   7,606 0 0
CONOCOPHILLIPS COM 20825C104   1,560,259 15,727 SH   SOLE   15,727 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,163,264 8,475 SH   SOLE   8,475 0 0
CVS HEALTH CORP COM 126650100   970,759 13,064 SH   SOLE   13,064 0 0
DEXCOM INC COM 252131107   1,550,883 13,349 SH   SOLE   13,349 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   1,525,898 8,422 SH   SOLE   8,422 0 0
DOLLAR GEN CORP NEW COM 256677105   972,746 4,622 SH   SOLE   4,622 0 0
EMERSON ELEC CO COM 291011104   1,379,019 15,825 SH   SOLE   15,825 0 0
EQT CORP COM 26884L109   1,524,117 47,763 SH   SOLE   47,763 0 0
EXXON MOBIL CORP COM 30231G102   2,571,008 23,445 SH   SOLE   23,445 0 0
GENERAC HLDGS INC COM 368736104   1,092,197 10,112 SH   SOLE   10,112 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   1,347,628 4,120 SH   SOLE   4,120 0 0
ILLUMINA INC COM 452327109   1,174,402 5,050 SH   SOLE   5,050 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   1,444,630 5,655 SH   SOLE   5,655 0 0
JOHNSON & JOHNSON COM 478160104   1,837,758 11,857 SH   SOLE   11,857 0 0
JPMORGAN CHASE & CO COM 46625H100   2,148,046 16,484 SH   SOLE   16,484 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   896,032 4,566 SH   SOLE   4,566 0 0
LOCKHEED MARTIN CORP COM 539830109   1,427,681 3,020 SH   SOLE   3,020 0 0
MEDTRONIC PLC SHS G5960L103   1,259,552 15,623 SH   SOLE   15,623 0 0
MERCK & CO INC COM 58933Y105   1,871,924 17,595 SH   SOLE   17,595 0 0
META PLATFORMS INC CL A 30303M102   1,652,343 7,796 SH   SOLE   7,796 0 0
MICROSOFT CORP COM 594918104   5,986,085 20,763 SH   SOLE   20,763 0 0
MID-AMER APT CMNTYS INC COM 59522J103   965,448 6,392 SH   SOLE   6,392 0 0
MORGAN STANLEY COM NEW 617446448   1,821,191 20,742 SH   SOLE   20,742 0 0
NORTHROP GRUMMAN CORP COM 666807102   1,195,735 2,590 SH   SOLE   2,590 0 0
NOVO-NORDISK A S ADR 670100205   1,672,879 10,512 SH   SOLE   10,512 0 0
NUTRIEN LTD COM 67077M108   959,522 12,993 SH   SOLE   12,993 0 0
NVIDIA CORPORATION COM 67066G104   2,896,641 10,428 SH   SOLE   10,428 0 0
PALO ALTO NETWORKS INC COM 697435105   2,075,149 10,389 SH   SOLE   10,389 0 0
PFIZER INC COM 717081103   1,213,811 29,750 SH   SOLE   29,750 0 0
QUALCOMM INC COM 747525103   2,755,030 21,595 SH   SOLE   21,595 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   1,287,388 13,146 SH   SOLE   13,146 0 0
SAP SE SPON ADR 803054204   1,569,045 12,399 SH   SOLE   12,399 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,539,480 16,550 SH   SOLE   16,550 0 0
HOME DEPOT INC COM 437076102   1,695,489 5,745 SH   SOLE   5,745 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   1,460,746 2,534 SH   SOLE   2,534 0 0
TOLL BROTHERS INC COM 889478103   1,138,349 18,963 SH   SOLE   18,963 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   1,802,088 30,518 SH   SOLE   30,518 0 0
TOYOTA MOTOR CORP ADS 892331307   1,010,837 7,134 SH   SOLE   7,134 0 0
UBS GROUP AG SHS H42097107   1,679,847 78,718 SH   SOLE   78,718 0 0
UNION PAC CORP COM 907818108   1,158,558 5,757 SH   SOLE   5,757 0 0
UNITED PARCEL SERVICE INC CL B 911312106   1,366,404 7,044 SH   SOLE   7,044 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,099,911 4,443 SH   SOLE   4,443 0 0
VAIL RESORTS INC COM 91879Q109   1,053,663 4,509 SH   SOLE   4,509 0 0
VALERO ENERGY CORP COM 91913Y100   1,568,964 11,239 SH   SOLE   11,239 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   12,964,707 170,074 SH   SOLE   170,074 0 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   11,392,498 194,610 SH   SOLE   194,610 0 0
VENTAS INC COM 92276F100   872,067 20,117 SH   SOLE   20,117 0 0
VICI PPTYS INC COM 925652109   1,099,698 33,712 SH   SOLE   33,712 0 0
VISA INC COM CL A 92826C839   1,913,596 8,488 SH   SOLE   8,488 0 0
WILLIAMS COS INC COM 969457100   1,330,024 44,542 SH   SOLE   44,542 0 0
WILLIAMS SONOMA INC COM 969904101   987,942 8,121 SH   SOLE   8,121 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   1,325,383 16,638 SH   SOLE   16,638 0 0
CATERPILLAR INC COM 149123101   1,254,730 5,483 SH   SOLE   5,483 0 0
DEERE & CO COM 244199105   1,457,054 3,529 SH   SOLE   3,529 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,136,375 8,407 SH   SOLE   8,407 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,168,021 28,551 SH   SOLE   28,551 0 0
KROGER CO COM 501044101   1,467,030 29,715 SH   SOLE   29,715 0 0
CISCO SYS INC COM 17275R102   387,828 7,419 SH   SOLE   7,419 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   301,951 3,130 SH   SOLE   3,130 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   797,511 2,485 SH   SOLE   2,485 0 0
MCDONALDS CORP COM 580135101   400,961 1,434 SH   SOLE   1,434 0 0
PEPSICO INC COM 713448108   242,612 1,331 SH   SOLE   1,331 0 0
PROCTER AND GAMBLE CO COM 742718109   244,446 1,644 SH   SOLE   1,644 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,124,831 2,748 SH   SOLE   2,748 0 0
TARGET CORP COM 87612E106   509,312 3,075 SH   SOLE   3,075 0 0
WALMART INC COM 931142103   218,159 1,480 SH   SOLE   1,480 0 0
PAYPAL HLDGS INC COM 70450Y103   263,935 3,476 SH   SOLE   3,476 0 0
STARBUCKS CORP COM 855244109   572,403 5,497 SH   SOLE   5,497 0 0
COSTCO WHSL CORP NEW COM 22160K105   769,681 1,549 SH   SOLE   1,549 0 0
LILLY ELI & CO COM 532457108   284,967 830 SH   SOLE   830 0 0
ALPHABET INC CAP STK CL A 02079K305   781,087 7,530 SH   SOLE   7,530 0 0
SOUTHERN CO COM 842587107   271,710 3,905 SH   SOLE   3,905 0 0
MCKESSON CORP COM 58155Q103   374,565 1,052 SH   SOLE   1,052 0 0
NETFLIX INC COM 64110L106   774,221 2,241 SH   SOLE   2,241 0 0
SPDR SER TR S&P BIOTECH 78464A870   517,085 6,785 SH   SOLE   6,785 0 0
WASTE MGMT INC DEL COM 94106L109   437,948 2,684 SH   SOLE   2,684 0 0
ISHARES TR CORE S&P500 ETF 464287200   901,498 2,193 SH   SOLE   2,193 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   2,752,814 54,339 SH   SOLE   54,339 0 0
INHIBRX INC COM 45720L107   364,965 19,341 SH   SOLE   19,341 0 0
TESLA INC COM 88160R101   491,278 2,368 SH   SOLE   2,368 0 0
HORMEL FOODS CORP COM 440452100   290,326 7,280 SH   SOLE   7,280 0 0
ISHARES TR CORE S&P TTL STK 464287150   272,103 3,005 SH   SOLE   3,005 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   861,952 2,292 SH   SOLE   2,292 0 0
TANGO THERAPEUTICS INC COM 87583X109   79,000 20,000 SH   SOLE   20,000 0 0